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Chase Sharron

Joined May 13, 2021

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Last activity Oct 16, 2021

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Chase Sharron commented,

CommentWorking with deals

Our sales team creates deals using the products list as specified in the above directions. We were hoping to use this data to help with forecasting but when the products are selected as a filter within the deals tab, it only pulls the individual names of the products that are selected within each deal which does not tell us anything useful. We want the quantities as well as the extended price of each product that has been selected. This seems like it should be a feature, is there a way I can pull that info in order to export into Excel?

View comment · Posted Mar 10, 2021 · Chase Sharron

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